The Million-Dollar Financial Advisor: Powerful Lessons and Proven Strategies from Top Producers
| Author | : | |
| Rating | : | 4.28 (866 Votes) |
| Asin | : | 0814414729 |
| Format Type | : | paperback |
| Number of Pages | : | 288 Pages |
| Publish Date | : | 2014-05-20 |
| Language | : | English |
DESCRIPTION:
Find out how to identify your own area of expertise…and then corner the market. The lessons presented in this uniquely revealing book have withstood the test of time no matter what the state of the economy, because the principles of good business always stay the same. Mullen Jr.’s decades-long career successfully training top financial advisors, he was privileged to meet some of the very best and brightest in the financial services industry. Become a Wealth Manager. Cream-of-the-crop advisors take a comprehensive, holistic approach to investment management, taking care of all of their clients’ financial needs, from portfolio management to liability management, asset protection, banking, retirement, and estate planning. This book shows you
MULLEN JR. (Englewood, CO) is the author of The Million-Dollar Financial Services Practice as well as a 30-year industry veteran and former Managing Director at Merrill Lynch, where he trained more than 500 financial advisors. The success rate of his advisor training programs have been significantly hi
Brimming with practical advice from the author and expert insights from his interview subjects, The Million-Dollar Financial Advisor is a priceless success tool for any and all financial advisors.. The lessons cover: - Building and focusing on client relationships - Having a top advisor mindset - Developing a long-term approach - Specialization - Marketing - And much more The book also features two complete case studies. Based on interviews with fifteen top advisors, each doing several million dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into thirteen distinct lessons. First there is the "best of the best" advisor whose incredible success showcases the power of all the book's principles working together in concert. Each is explained step-by step for immediate application by veteran and new financial professionals alike. The best financial advisors are well equipped to succeed regardless of market conditions. The second
Practical and Actionable Advice for the Advisor from Some of the Best The follow on book to David Mullen's "Million Dollar Financial Services Practice". This book focuses on 15 separate advisors, and 13 lessons that can be learned from them. These 13 lessons are specific and actionable, and backstopped with stories and anecdotes from successful advisors with broad geographic and practice areas.The book is a go. Highly recommended! Read below BF If you are looking for ways to market yourself and manage clients this is a great book. This book is full of strategies used by successful wealth managers. You will find lots of information to help you develop or enhance your pitch book.This book less on strategies to build or manage wealth and more focused on how to land affluent prospects,. ddries said Practice Changing. I am only on chapter six, but it has been very enlightening. The book has helped me become focused and revisit my business plan so I can start building the practice I have envisioned when I started rather than what it has become. I have built my confidence, raised the bar for the clients I am looking for, and implementing strategies to grow